Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.45K- 30.76% |
$118K - $119K
|
5.52K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.8K+ 71.12% |
$615K - $623K
|
30.8K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$223K - $226K
|
4.65K
$113K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
537+ 5.61% |
$25.8K - $26.1K
|
10.1K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.53K- 35.84% |
$458K - $464K
|
17.1K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
82+ 25.62% |
$3.94K - $3.99K
|
402
$9.77K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.55KNew |
$122K - $124K
|
2.55K
$61.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 6.85% |
$164K - $166K
|
46.5K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.19K+ 9.69% |
$442K - $447K
|
104K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-5- 0.1% |
$240 - $243
|
5.12K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5K+ 248.87% |
$987K - $998K
|
28.8K
$700K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
72New |
$3.46K - $3.5K
|
72
$1.75K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
635New |
$30.5K - $30.9K
|
635
$15.4K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21KNew |
$1.01M - $1.02M
|
21K
$509K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.66K+ 14.44% |
$79.9K - $80.8K
|
13.2K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.8KNew |
$231K - $234K
|
4.8K
$117K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
88+ 0.66% |
$4.23K - $4.28K
|
13.5K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.98KNew |
$383K - $388K
|
7.98K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 9.21% |
$5.67K - $5.74K
|
1.16K
$28.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$4.81K - $4.86K
|
100
$2.43K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
282KNew |
$13.5M - $13.7M
|
282K
$6.85M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3New |
$144 - $146
|
3
$72.9
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.04K+ 13.49% |
$49.9K - $50.5K
|
8.73K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.52K- 8.71% |
$72.9K - $73.8K
|
15.9K
$387K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
259New |
$12.4K - $12.6K
|
259
$6.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.61K - $9.73K
|
200
$4.86K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
228New |
$11K - $11.1K
|
228
$5.54K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18.4KNew |
$886K - $896K
|
18.4K
$448K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
96New |
$4.61K - $4.67K
|
96
$2.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-254- 32.11% |
$12.2K - $12.4K
|
537
$13.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-3.09K- 11.8% |
$148K - $150K
|
23.1K
$562K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.82K- 13.47% |
$87.3K - $88.4K
|
11.7K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.28KNew |
$350K - $354K
|
7.28K
$177K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$3.32K - $3.36K
|
69
$1.68K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.39K+ 34.23% |
$451K - $457K
|
36.8K
$895K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
914+ 18.39% |
$43.9K - $44.4K
|
5.88K
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
22.2K+ 165.44% |
$1.06M - $1.08M
|
35.5K
$864K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
137New |
$6.58K - $6.66K
|
137
$3.33K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
60+ 0.75% |
$2.88K - $2.92K
|
8.01K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 0.04% |
$1.44K - $1.46K
|
78.5K
$1.91M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2Closed |
$96.1 - $97.3
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.7KClosed |
$272K - $276K
|
0
$0
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.6KNew |
$507K - $515K
|
10.6K
$259K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
399New |
$19K - $19.3K
|
399
$9.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
169New |
$8.05K - $8.19K
|
169
$4.11K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
66+ 1.58% |
$3.15K - $3.2K
|
4.24K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
188New |
$8.96K - $9.11K
|
188
$4.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$7.29K - $7.41K
|
153
$3.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165- 6.6% |
$7.86K - $7.99K
|
2.33K
$56.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-771- 9.53% |
$36.7K - $37.4K
|
7.32K
$178K
|
|